How to set up perfect day scheduling in dentrix

This tutorial will walk you through how to setup your Dentrix Appointment Book. The Appointment Book, also known as the Dentrix Schedule, has several features that are customizable so you can set it up in a way that makes sense for your practice. We will discuss setting up providers, practice hours, setting up operatories, setting up your display and flip tabs. We will also go over perfect day scheduling, discussing what it is and how to use it.

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Setup Dentrix Practice Hours

• Open the Appointment Book
• On top toolbar click Setup, then Practice Appointment Setup. This opens the Appointment Setup window.
• The default schedule on the left side indicates your typical office hours each day.
• Select the days of the week your office is open by clicking the check box to the left of the day.
• To edit the open hours, click the arrows to the right of the day. This will open a window to Set Time Limits.
• By default, Dentrix sets times to 8:00-12:00 and 1:00-5:00 (there is an hours break to indicate a lunch break/office closed). Simply change the times to reflect what is needed for your practice then click OK to save.

From this window you can also edit default appointment settings, appointment book colors, time block size and hover detail setup.

Set Practice Schedule for Holidays/Vacations

• Open the Appointment Book
• On the top toolbar click Setup, then Practice Schedule. This opens the Practice Schedule Calendar.
• Select the day you want to close the office. Once the day is selected on the calendar, click Office Closed then choose either Close Office for Selected Date or Set Yearly Holiday on Selected Date.
• You can also re-open the office from this same area.

Setup Providers in Dentrix

Set Providers Schedule

• Open the Appointment Book
• On the top toolbar click Setup, then Provider Setup. This opens the Provider Setup window.
• Select the provider you want to set a schedule for and click Setup. This opens the provider setup window for this provider.
• Select the days of the week this provider is available by clicking the check box to the left of the day.
• To edit this providers hours, click the arrows to the right of the day. This will open a window to Set Time Limits.
• Change the times to reflect when this provider is available then click OK to save.

From here you can also set time blocks, aliases and provider color. 
Time blocks are used for Perfect Day Scheduling. Continue on to read about setting up perfect day scheduling. 

Set Providers Temporary Schedule (Vacation/Time Off)

• Open the Appointment Book
• On the top toolbar click Setup, then Provider Setup. This opens the Provider Setup window.
• Select the provider you want to set a schedule for and click Schedule. This opens the calendar for this provider.
• Select the day this provider will be out of the office and then click Options, then Set Vacation on Selected Day.

Setup Operatories in Dentrix

• Open the Appointment Book
• On the top toolbar click Setup, then Operatory Setup. This opens the Operatory Setup window.
• Select the operatory you want to set a schedule for and click Setup. This opens the operatory setup/default schedule window for this operatory.
• Select the days of the week this operatory is open by clicking the check box to the left of the day.
• To edit the hours for this operatory, click the arrows to the right of the day. This will open a window to Set Time Limits.
• Change the times to reflect when this operatory is available then click OK to save.

Change Dentrix Appointment Book Display

• Open the Appointment Book
• On the top toolbar click Setup, then Display Font Select. 
• From here you can edit font, font style and font size.

Setup Dentrix Flip Tabs for Appointment Book

Flip Tabs are used to automatically jump a certain amount of time forward or backward in the schedule. Most often, I see Flip Tabs used for 1 week, 3 month, 4 month, 6 month intervals. You can set these to anything you would use most often in practice. You can create up to 4 Flip Tabs.

• Open the Appointment Book
• On the top toolbar click Setup, then Flip Tabs Setup. 
• Fill in the information in each box (description, choose text color, type (relative or absolute), days, direction and relative to (todays day or displayed date).
• You will see your flip tabs on the right side of the schedule.

Perfect Day Scheduling

Perfect Day Scheduling allows you to set time blocks for important procedures. I often see time blocks set up for High Production, New Patients, Scaling & Root Planing and Emergencies. By utilizing Perfect Day Scheduling you can set time aside to ensure you have the appropriate amount of time reserved for certain procedures. You can also use this as a means of achieving production goals.

How to Setup Perfect Day Scheduling

• Open the Appointment Book
• On the top toolbar click Setup, then Provider Setup. This will open the Provider Setup window.
• To create a time block for a provider, select the provider then click Setup. This opens the Provider Setup window for this specific provider. 
• On the top right, there is a Time Block section. Click Add to create a new time block.
• Name your Time Block and set the perimeters. For example: High Production/Crown, set for Monday, Wednesday and Friday from 8:00-9:30 in operatory 3.

You can create time blocks for any procedure you want to set specific time aside to complete or procedures you want scheduled at a certain time of day. Once Perfect Day Scheduling is turned on, you will see a colored border around these times, indicating what should be scheduled within that time frame.

To turn on/off Perfect Day Scheduling, click the Perfect Day Scheduling icon on the Appointment Book toolbar. 

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